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Mastercard
MA

Overview Fund Activity

2,220 hedge funds and large institutions have $222B invested in Mastercard in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 966 increasing their positions, 796 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,220
Holders Change
+99
Holders Change %
+4.67%
% of All Funds
45.63%
Holding in Top 10
324
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.89%
% of All Funds
6.66%
New
208
Increased
966
Reduced
796
Closed
88
Calls
$2.52B
Puts
$3.24B
Net Calls
-$723M
Net Calls Change
+$471M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$766M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$535M
3
VVP
Vulcan Value Partners
Alabama
+$312M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$310M
5
AAMU
Amundi Asset Management US
Massachusetts
+$262M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$696M
2
Capital World Investors
Capital World Investors
California
-$437M
3
Osaic Holdings
Osaic Holdings
Arizona
-$384M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
976
Banco Santander
Spain
$3.86M -$43.7M -147,717 -92%
NED
977
Nancy E. Dempze
$3.85M +$4.44K +15 +0.1%
CIP
978
Capital Insight Partners
Arizona
$3.85M -$7.98K -27 -0.2%
SWM
979
SVA Wealth Management
Wisconsin
$3.83M -$63K -213 -2%
BC
980
Breakline Capital
New York
$3.8M +$3.8M +12,860 New
AIL
981
AGF Investments LLC
Ontario, Canada
$3.78M -$292K -988 -7%
CCM
982
Chickasaw Capital Management
Tennessee
$3.77M -$1.2M -4,045 -24%
WF
983
Welch & Forbes
Massachusetts
$3.77M +$23.4K +79 +0.6%
IWA
984
IBEX Wealth Advisors
New Jersey
$3.76M +$76.6K +259 +2%
GWM
985
Geneos Wealth Management
Colorado
$3.75M +$573K +1,982 +18%
AWM
986
Altavista Wealth Management
North Carolina
$3.75M +$69.5K +235 +2%
First Manhattan
987
First Manhattan
New York
$3.75M +$57.7K +195 +2%
IAN
988
Integrated Advisors Network
Texas
$3.74M +$362K +1,225 +11%
WANY
989
Wealthspire Advisors (New York)
New York
$3.72M -$5.54M -18,731 -60%
JI
990
Jeereddi Investments
California
$3.7M – – –
MC
991
Mathes Company
New York
$3.64M -$82.8K -280 -2%
WMSA
992
Weiss Multi-Strategy Advisers
New York
$3.63M +$3.63M +12,289 New
BFEC
993
Benjamin F. Edwards & Company
Missouri
$3.63M -$25.1K -85 -0.7%
GD
994
Grandfield & Dodd
New York
$3.62M +$37.3K +126 +1%
BCM
995
Brown Capital Management
Maryland
$3.62M -$11.8K -40 -0.3%
CC
996
Copperleaf Capital
North Carolina
$3.6M -$44.6K -151 -1%
Cerity Partners
997
Cerity Partners
New York
$3.6M +$77.8K +263 +2%
TPA
998
Trivium Point Advisory
Connecticut
$3.58M +$142K +466 +4%
NFC
999
Northeast Financial Consultants
Connecticut
$3.58M +$274K +926 +8%
WIS
1000
Wright Investors Service
Connecticut
$3.57M -$418K -1,414 -10%
38 39
40
41 42